Mediobanca Systematic Diversification

Features

Flexible sub-fund subject to controlled volatility which invests in the equity and bond markets, with the objective of keeping the contribution to the risk of the underlying balanced. Asset allocation responds flexibly  to the trends and the market opportunities with a  systematic investment process. The Sub-fund uses an Asset Allocation rule based on “Risk Parity”, a management approach that focusses on the allocation of risk and not on the allocation of weights, with the goal of building a genuinely balanced portfolio The investment in individual asset classes is made through the construction of “smart beta” portfolios, i.e. portfolios constructed with alternative weighting methods from market standards, which make it possible to obtain the best risk/return ratio, thanks to diversification that cannot be achieved through ratios constructed by capitalisation.

NAV PRICE

Mediobanca Systematic Diversification
Date05/30/2024
PriceShare118.454 €
Historical data
Date
Value €
05/29/2024
119.059
05/28/2024
119.131
05/27/2024
118.86
05/24/2024
118.892

Mediobanca Systematic Diversification
Date05/30/2024
PriceShare120.631 €
Historical data
Date
Value €
05/29/2024
121.247
05/28/2024
121.319
05/27/2024
121.04
05/24/2024
121.072

NOTICES
PERFORM. SCENARIOS

Mediobanca Systematic Diversification

LU0488314948

Mediobanca Systematic Diversification

LU0668369910

 

PAST PERFORM.

Mediobanca Systematic Diversification

LU0488314948

Mediobanca Systematic Diversification

LU0668369910